Using our Questionnaire you will be matched to a suitable Model Portfolio based on your investment goals and risk appetite.

2. Balance Impact Individually Managed Accounts (IMA) – These portfolios are designed for investors with very specific screening criteria. You decide which industries and companies you would like to include, and which you would like to screen out. The minimum investment size for an IMA is $1 million.

Please contact us if you would like to create a bespoke investment portfolio.

3. Balance Impact investment technology – Our goal is to make responsible investing as accessible as possible. We are happy to make our platform available to third party channels, including financial planners, to offer an ethical investment service to their clients.

Please contact us if you would like access to the investment technology.

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HOW IT WORKS

1

About you

We'll get to know you and your investment goals

2

Your portfolio

We'll recommend a socially responsible investment portfolio just for you